Purchases and Sales Made in Q3 2023 in Ishares Barclays (IEF)

IEF Quotes by TradingView

This table provides information about the institutional ownership of Ishares Barclays (IEF) during Q3 2023. The information is specifically focused on institutions that hold shares of ISHARES BARCLAYS.

Report Date Institution (Fund) Operation Option Shares change Value Range Shares Held Trade History
Nov 14, 2023 Q3 2023
Circle Wealth Management, LLC

Summit, NJ
BUY
 -
23.1K
New
$2.11M - $2.24M
23.1K $2.14M
Nov 14, 2023 Q3 2023
Hunting Hill Global Capital, LLC

New York, NY
BUY
 -
22.1K
+ 74.6%
$2.02M - $2.15M
51.8K $4.79M
Oct 20, 2023 Q3 2023
One Day In July LLC

BUY
 -
21.8K
+ 7.51%
$1.99M - $2.11M
312K $28.8M
Oct 20, 2023 Q3 2023
Brookstone Capital Management

BUY
 -
21.6K
+ 9.24%
$1.97M - $2.1M
255K $23.6M
Nov 03, 2023 Q3 2023
Syon Capital LLC

San Francisco, CA
BUY
 -
21.5K
New
$1.96M - $2.09M
21.5K $1.99M
Oct 10, 2023 Q3 2023
First Community Trust Na

BUY
 -
20.1K
New
$1.83M - $1.95M
20.1K $1.86M
Nov 13, 2023 Q3 2023
Qube Research & Technologies LTD

London, X0
BUY
 -
19.9K
New
$1.82M - $1.93M
19.9K $1.84M
Nov 08, 2023 Q3 2023
Banco Bilbao Vizcaya Argentaria, S.A.

BUY
 -
19.5K
+ 27.52%
$1.78M - $1.89M
90.1K $8.34M
Oct 26, 2023 Q3 2023
Chicago Partners Investment Group LLC

BUY
 -
18.8K
+ 145.69%
$1.72M - $1.83M
31.7K $2.94M
Nov 14, 2023 Q3 2023
Susquehanna International Group, LLP

Bala Cynwyd, PA
BUY
 -
18.7K
+ 6.53%
$1.71M - $1.82M
305K $28.2M
Nov 14, 2023 Q3 2023
Cetera Investment Advisers

Schaumburg, IL
BUY
 -
18.5K
+ 13.82%
$1.69M - $1.8M
153K $14.1M
Jan 12, 2024 Q3 2023
Core Cap Advisors, LLC

Southfield, MI
BUY
 -
18.4K
+ 137.67%
$1.68M - $1.79M
31.8K $2.94M
Nov 01, 2023 Q3 2023
Orion Portfolio Solutions, LLC

BUY
 -
18.4K
+ 83.23%
$1.68M - $1.78M
40.4K $3.74M
Oct 23, 2023 Q3 2023
Balboa Wealth Partners

Newport Beach, CA
BUY
 -
18.2K
+ 613.58%
$1.66M - $1.77M
21.2K $1.96M
Nov 14, 2023 Q3 2023
Susquehanna International Group Ltd.

Dublin, L2
BUY
 -
18K
New
$1.64M - $1.75M
18K $1.67M
Oct 17, 2023 Q3 2023
Tpg Financial Advisors, LLC

BUY
 -
16.8K
+ 11.1%
$1.53M - $1.63M
168K $15.6M
Nov 14, 2023 Q3 2023
Blue Edge Capital, LLC

Richmond, VA
BUY
 -
16.8K
+ 10.8%
$1.53M - $1.63M
172K $15.9M
Nov 13, 2023 Q3 2023
Ally Invest Advisors Inc.

Charlotte, NC
BUY
 -
16.5K
+ 2.21%
$1.51M - $1.6M
763K $70.6M
Nov 13, 2023 Q3 2023
Lpl Financial LLC

Fort Mill, SC
BUY
 -
16.3K
+ 0.86%
$1.49M - $1.58M
1.92M $177M
Nov 13, 2023 Q3 2023
Pitcairn CO

Jenkintown, PA
BUY
 -
15.2K
New
$1.38M - $1.47M
15.2K $1.4M
Feb 28, 2024 Q3 2023
Acima Private Wealth, LLC

Richmond, VA
BUY
 -
14.4K
+ 22.78%
$1.32M - $1.4M
77.7K $7.19M
Nov 14, 2023 Q3 2023
Thrivent Financial For Lutherans

Minneapolis, MN
BUY
 -
14.4K
+ 11.92%
$1.31M - $1.4M
135K $12.5M
Nov 13, 2023 Q3 2023
First Trust Advisors LP

Wheaton, IL
BUY
 -
14.3K
+ 10.87%
$1.3M - $1.39M
146K $13.5M
Nov 14, 2023 Q3 2023
Itau Unibanco Holding S.A.

Sao Paulo, D5
BUY
 -
13.7K
New
$1.25M - $1.33M
13.7K $1.27M
Oct 13, 2023 Q3 2023
Avalon Advisory Group

Wexford, PA
BUY
 -
13.2K
+ 2.07%
$1.2M - $1.28M
649K $60M
Nov 01, 2023 Q3 2023
Csenge Advisory Group

BUY
 -
13.1K
+ 9.0%
$1.2M - $1.27M
159K $14.7M
Nov 14, 2023 Q3 2023
Private Portfolio Partners LLC

BUY
 -
12.4K
+ 13.72%
$1.13M - $1.21M
103K $9.52M
Oct 20, 2023 Q3 2023
Future Financial Wealth Managment LLC

BUY
 -
12.3K
New
$1.12M - $1.19M
12.3K $1.14M
Nov 15, 2023 Q3 2023
Wolverine Trading, LLC

Chicago, IL
BUY
 -
12.3K
New
$1.12M - $1.19M
12.3K $1.14M
Nov 14, 2023 Q3 2023
Fullerton Fund Management CO Ltd.

Singapore, U0
BUY
 -
12.2K
+ 41.67%
$1.11M - $1.18M
41.3K $3.82M
Dec 18, 2023 Q3 2023
West Paces Advisors Inc.

Atlanta, GA
BUY
 -
11.6K
+ 5.22%
$1.06M - $1.13M
234K $21.7M
Nov 14, 2023 Q3 2023
New Edge Advisors, LLC

New Orleans, LA
BUY
 -
11.5K
+ 19.44%
$1.05M - $1.12M
70.8K $6.55M
Oct 19, 2023 Q3 2023
Gds Wealth Management

BUY
 -
11.3K
+ 13.0%
$1.03M - $1.1M
98.5K $9.11M
Oct 24, 2023 Q3 2023
Wealth Management Resources, Inc.

BUY
 -
11.3K
+ 7.0%
$1.03M - $1.1M
173K $16M
Nov 14, 2023 Q3 2023
Syntax Research, Inc.

Boca Raton, FL
BUY
 -
11K
New
$1M - $1.07M
11K $1.02M
Sep 11, 2024 Q3 2023
Summit Wealth Partners, LLC

Orlando, FL
BUY
 -
10.8K
+ 14.9%
$986K - $1.05M
83.2K $7.7M
Nov 09, 2023 Q3 2023
Wcg Wealth Advisors LLC

Las Vegas, NV
BUY
 -
10.8K
+ 4.08%
$983K - $1.05M
274K $25.4M
Nov 07, 2023 Q3 2023
Awm Capital, LLC

BUY
 -
10.6K
New
$969K - $1.03M
10.6K $982K
Oct 27, 2023 Q3 2023
Nationwide Fund Advisors

BUY
 -
10.6K
+ 0.4%
$969K - $1.03M
2.67M $247M
Oct 26, 2023 Q3 2023
Schoolcraft Capital LLC

Boulder, CO
BUY
 -
10.4K
+ 3.97%
$947K - $1.01M
271K $25.1M
Oct 23, 2023 Q3 2023
Pinnacle Associates LTD

BUY
 -
10.3K
+ 16.53%
$941K - $1M
72.7K $6.72M
Oct 13, 2023 Q3 2023
One Ascent Financial Services LLC

Birmingham, AL
BUY
 -
10.1K
New
$926K - $984K
10.1K $938K
Nov 08, 2023 Q3 2023
Wade G W & Inc

Wellesley, MA
BUY
 -
10.1K
+ 10.09%
$921K - $980K
110K $10.2M
Oct 17, 2023 Q3 2023
New Potomac Partners, LLC

BUY
 -
9.78K
New
$893K - $950K
9.78K $905K
Oct 19, 2023 Q3 2023
Alpha Cubed Investments, LLC

BUY
 -
9.45K
+ 38.75%
$863K - $918K
33.8K $3.13M
Apr 24, 2024 Q3 2023
Bulltick Wealth Management, LLC

Miami, FL
BUY
 -
9.33K
+ 22.4%
$852K - $907K
51K $4.72M
Oct 10, 2023 Q3 2023
Fny Investment Advisers, LLC

BUY
 -
9.1K
New
$831K - $884K
9.1K $842K
Nov 13, 2023 Q3 2023
Roundview Capital LLC

Princeton, NJ
BUY
 -
9.04K
New
$825K - $878K
9.04K $836K
Oct 25, 2023 Q3 2023
Crescent Grove Advisors, LLC

BUY
 -
9.02K
+ 19.14%
$823K - $876K
56.1K $5.19M

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